Treasures Relationship Manager Professional

2 weeks ago


Hong Kong, Central and Western District, Hong Kong SAR China DBS Bank Full time

As a Treasures Relationship Manager at DBS Bank, you will be an integral part of the Consumer Banking Group, driving success in Asia.

About Us

DBS Consumer Banking Group is a leading bank in Asia, committed to helping customers achieve their dreams and ambitions. Our comprehensive range of products and services, including deposits, investments, insurance, mortgages, credit cards, and personal loans, caters to every stage of life.

Job Description

This role involves promoting financial planning services and wealth management products to acquire new affluent customers and drive business growth. Your key responsibilities will include:

  • Business Development: Identify customer needs through financial needs analysis and provide suitable solutions on our broad range of banking, insurance, and investment products.
  • Cross-Selling: Offer wealth management products and services that align with customers' profiles, promoting and explaining associated risks, if any.
  • Relationship Building: Maintain regular contact with existing customers to deepen relationships, reduce attrition, and increase utilization and product penetration.
  • Customer Experience Management: Provide superior customer service and professional financial solutions, meeting and exceeding service standards set by the bank.
Requirements

To succeed in this role, you will require:

  • A degree holder, preferably in a business or finance-related discipline;
  • Registration as a Representative (Type 1 & 4) with passes in HKSI Licensing Examination Papers 1, 7, & 8; or equivalent;
  • Registration as a Technical Representative (General* & Long Term) with passes in IIQE papers 1, 2*, 3, & 5; or equivalent;
  • Excellent listening skills, an inquisitive mind, strong ability to influence, self-drive, and highly ambitious nature;
  • Good written and verbal communication skills, fluency in Mandarin and English;
What We Offer

We offer a competitive salary of approximately $80,000-$120,000 per annum, commensurate with experience, plus benefits and professional development opportunities. Join us and become a valued member of our team, contributing to the growth and success of DBS Bank in Asia.



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